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richrich123's avatar
richrich123
Helper III
2 years ago
Solved

Drill Through query

Afternoon,   I have a 2 user reports, phone call data and revenue data. I also use a date table with both so I can see chart data by month.   I have 2 further hidden reports phonedata and revenue...
  • bhanu_gautam's avatar
    2 years ago

    richrich123 , Try using below method

     

    Create a Conditional Column in the Date Table:
    Add a new column in your Date table that will act as a conditional filter.

    For example, you can create a column called ReportType that will differentiate between phone call data and revenue data.

     

    ReportType = IF([MonthName] IN {"January", "February", "March"}, "Phone", "Revenue")


    Add the Conditional Column to Your Reports:

    In your phone call data report, add the ReportType column to the visual level filters and set it to "Phone".
    In your revenue data report, add the ReportType column to the visual level filters and set it to "Revenue".


    Set Up Drill-Through Filters:

    Go to your phonedata drill-through report.
    Add the ReportType column to the drill-through filters pane and set it to "Phone".
    Similarly, go to your revenuedata drill-through report.
    Add the ReportType column to the drill-through filters pane and set it to "Revenue".



     

     

  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi,richrich123 I am glad to help you.
    Hello,bhanu_gautam ,thanks for your concern about this issue.

    Your answer is excellent! And I would like to share some additional solutions below.

    According to your description, you want to set up a cross-page drilldown in a report where all three pages have the same drilldown field date, but you need to click on the drilldown to show only one of the target drilldown pages and hide the other two page options even though they have the same drilldown field.


    This requirement may be difficult to fulfill as it really goes against the basic principles of setting up drilldowns in Power BI.

    Generally speaking, if multiple pages use the same drilldown field, all the pages containing that field will be shown as optional when the drilldown operation is performed, and the system will automatically make the association, as this is the basic principle of drilldown settings.
    In fact, you could try what bhanu_gautam has suggested.
    I think the alternative is feasible. By creating a conditional column and using it to differentiate between different types of data, you can achieve the desired effect.
    Or you could try to use specific buttons or links to direct the user to a specific page!
    Here's my suggestion: create additional drill-down buttons to attract the user's attention (please try to use different fields)
    url:Create buttons in Power BI reports - Power BI | Microsoft Learn


    Successfully drill down to page4 and display the corresponding results (but you still need to set up page1 related drill down fields on page4, and according to your request, the drill down fields on page4 can't be the same as the drill down fields on page2 and page3), if you don't set up the drill down fields on page4, an error will be reported:

     


    As a conclusion, if you set up multiple pages to share the same drill-down fields, it is unavoidable that the system will automatically display all drill-down fields according to the principle of drill-down.
    Therefore, you can choose to set up additional drill-down buttons to attract users' attention or create new fields to categorize the discussion to artificially control the drill-down available pages.

     

    I hope my suggestions give you good ideas, if you have any more questions, please clarify in a follow-up reply.

    Best Regards,

    Carson Jian,

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.